Today's clients are looking beyond traditional equities to diversify their portfolios. To help you lead these complex conversations, Kaplan has collaborated with CAIA Association to bring you CAIA.nxt™. This learning platform includes a suite of introductory-level alternative investing credentials designed for financial professionals.
Why should you enroll?
Differentiate Your Practice: Build specialized expertise to advise on complex alternative asset strategies
Earn CE Credits from CFP®, IWI, or CIRO: Advance your skills while qualifying for valuable CE hours
Flexible Learning: Target the specific topics that matter to you, with no prerequisites and a digital badge upon completion
Best of all, you'll receive an exclusive Kaplan discount of 10% off your enrollment. Click below to explore each credential on the CAIA Association website.*
Certificate Program
Fundamentals of Alternative Investments Certificate
CE Hours: 15
Modules: 8
This certificate program gives you practical strategies for diversification, risk management, and long-term wealth planning. Master the fundamentals of alternative investments and apply them to real client needs.
Microcredential
Private Debt
CE Hours: 5
Modules: 4
The Private Debt Microcredential provides foundational education on private debt, ensuring you understand the complexities of this dynamic landscape.
Microcredential
Private Equity
CE Hours: 7.5
Modules: 5
Private equity is the largest strategy in alternative investments. Designed for wealth management professionals, this microcredential explores the vast world of private equity.
Microcredential
Real Estate
CE Hours: 6
Modules: 4
This unique microcredential shows how understanding the various styles, sectors, and access points for real estate can help you build a client-centric, diversified portfolio.
Microcredential
Digital Assets
CE Hours: 5
Modules: 4
The Digital Assets Microcredential provides you with foundational education on digital assets, a quickly evolving technology that has led to a proliferation of new investment opportunities.
Microcredential
Portfolio Implementation
CE Hours: 9
Modules: 5
The Portfolio Implementation Microcredential gives you the tools and portfolio-level insights to transform alternative investment allocations into client-ready strategies.
CAIAA does not endorse, promote, review, or warrant the accuracy of the products or services offered by Kaplan Schweser, nor does it endorse any pass rates claimed by the provider. CAIAA is not responsible for any fees or costs paid by the user to Kaplan Schweser, nor is CAIAA responsible for any fees or costs of any person or entity providing any services to Kaplan Schweser. CAIA®, CAIA Association®, Chartered Alternative Investment AnalystSM, Chartered Alternative Investment Analyst Association®, and CAIA.nxt™ are service marks and trademarks owned by CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC., of Amherst, Massachusetts, and are used by permission.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board does not endorse any education or review course or receive financial remuneration from education or review course providers.
*CAIA.nxt™ programs are fulfilled by the Chartered Alternative Investment Analyst Association (CAIAA). Qualifying enrollments made via Kaplan's CAIA.nxt link receive a 10% discount off retail pricing.
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